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SAI

Savvy Advisors Inc Portfolio holdings

AUM $3.73B
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
+$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$29.8M
3
+$27.5M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$20.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.6M

Top Sells

1
+$11.1M
2
+$2.44M
3
+$832K
4
UNH icon
UnitedHealth
UNH
+$740K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$632K

Sector Composition

1 Technology 14.78%
2 Financials 4.04%
3 Consumer Discretionary 3.12%
4 Communication Services 2.93%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$276K 0.01%
1,358
+41
652
$276K 0.01%
+335
653
$275K 0.01%
8,646
-428
654
$274K 0.01%
+884
655
$274K 0.01%
+1,459
656
$273K 0.01%
+6,958
657
$273K 0.01%
+5,020
658
$273K 0.01%
3,338
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659
$272K 0.01%
2,426
+543
660
$272K 0.01%
+2,749
661
$271K 0.01%
4,765
+38
662
$270K 0.01%
+2,731
663
$270K 0.01%
1,379
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664
$269K 0.01%
8,064
-1,450
665
$269K 0.01%
+5,287
666
$268K 0.01%
+2,261
667
$267K 0.01%
+1,586
668
$266K 0.01%
+2,172
669
$265K 0.01%
+621
670
$264K 0.01%
6,733
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671
$264K 0.01%
4,710
672
$263K 0.01%
7,569
+1,500
673
$263K 0.01%
2,297
+178
674
$261K 0.01%
+1,569
675
$260K 0.01%
2,050
+2
25 26
27
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